Proposal built for: Matt Cooper

Please review the details below and hit accept if you're ready to start!

Project Description

We'll help you use your Follow Up Boss account to leverage all the best practices of top teams and brokerages. The goal is always to keep the setup simple for the user, but to create an overall strategy on using FUB to help you create more business, provide better follow-up, and know when to follow up with certain types or sources of leads.

Project Scope

List of Services: Follow Up Boss | Custom Set Up

This includes:

  • Strategy Session - Creating a customized strategy based upon your lead sources and marketing materials. Our goal is to optimize your account for scale.
  • Export/Import leads from Wise Agent into FUB
  • Lead Distribution - Create lead distribution groups and lead flow rules
  • Email Templates - Create custom Email Templates with your marketing materials. These are for one off emails and for a series of drip emails to add to your action plans.
  • Action Plans - Create custom Action Plans for new leads, nurture, past clients, and stale contacts. These include emails, tasks, tags, and notes.
  • Automations - Create automations to trigger action plans based upon stage changes, tags added, website activity, deal stage changed, or calendar date.
  • Smart Lists - Create custom smart lists to target specific contacts
  • Training Handbooks for Admin and Agent account
  • Live team training session


All payment is made upfront for FUB set up projects. If project is terminated early, actual work done will be billed at $200/hour.

Total Base Cost: $3,500 flat cost

Additional Fees:

$200 hourly rate for any major additional items outside of this proposal. This would be discussed before accruing any charges.


Please note: This does not include the price of FUB system software or other software referenced.

The pricing for FUB is here and you would own the system and all the data, we're just doing set up:

If desired, our Amplified Help offering is a good follow up to your project to have support tickets for any FUB questions you have, a private FUB community, member only resources and virtual workshops + office hours. Price is $149/mo. For any physical work to be done in your account we charge $1,000 for five retained hours.

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Rachel Van Cleave

The Stratton Group

"By the end of our sessions, I was proficient in our systems, I had a clear understanding of how our agent trainings need to go, and how to effectively manage our leads." 

Nat Ferguson


"Lee and his team helped me create a plan that brought meaningful growth to my brokerage, so much so that I crushed my 5 year plan in 18 months." 

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